To complete your Paystand integration with Business Central, your team must fill out the **Business Central Settings Form** shared during onboarding.

Completing this form **before your kickoff call** will help ensure a smooth and timely implementation.

### Step-by-Step: User Provisioning and Permission Setup

**1\. Create a New Azure User**

- Log in to [Azure Portal](https://portal.azure.com/)
- Navigate to **Microsoft Entra ID > Users**
- Click **\+ New User**

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- Set the **User Principal Name** to: implementations@yourcompany.com

[``](mailto:implementation@[yourCompanyDomain].com)
- Set the user type to **Member**

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- Assign the following **roles**:
  
  - **Application Administrator**
  
  - **Dynamics 365 Administrator**

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- Assign a **Business Central license** to the user
  - Search for the user you just created.
  - Click on the assigned licenses

- Go to **M365 Admin Center**

- Search for the user you just created
  - Click on **Licenses and apps**
  - Select, depending on your license, and save changes
    - **Dynamics 365 Business Central Premium** or
    - **Dynamics 365 Business Central Essentials**

- **Disable Multi-Factor Authentication (MFA)** for this user
  - Click on **Account**
  - Click on **Manage Multifactor Authentification**
  - Search and select the user you just created and **disable MFA**

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**2\. Grant Permissions in Business Central**

In **both your Sandbox and Production environments**:

- Add the new user to all companies that will use Paystand
  - Go to **users**
  - Click on **Update users from Microsoft 365**
  - Search and select the user you just created.
- Add all listed access by typing them in.

- Assign the following permission sets to the user if your business does **NOT** use ERC Module:
  - `AUTOMATE - EXEC`
  - `D365 BUS - FULL ACCESS`
  - `EDIT IN EXCEL - VIEW`
  - `LOCAL`
  - `SUPER`
  - `SECURITY`
- Additionally assign the following permission sets to the user if your business **DOES** use ERC Module:
  - `AUTOMATE - EXEC`
  - `D365 BUS - FULL ACCESS`
  - `EDIT IN EXCEL - VIEW`
  - `ERC COMMON OBJECTS`
  - `ERC FDB SETUP`
  - `ERC FINANCIAL DSHBRD`
  - `ERC HAS SETUP`
  - `ERC HAS USER`

**3\. Share Credentials Securely**

Use Paystand’s [**Secure Share Application**](https://share.paystand.mx/) to send us the new user credentials:

- Go to the Secure Share App
- Paste the **username and password** in the text box
- Click **Send** to generate a secure link
- Paste the generated URL into **Step 11** of the Business Central Settings Form